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PS Reference
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City of Kansas City, Missouri
PeopleSoft Financials Implementation End-User Training Course Catalog
City of Kansas City, MO
PEOPLESOFT FINANCIALS
END-USER TRAINING COURSE CATALOG
http://central/project.nsf/web/crewtraining
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City of Kansas City, Missouri
PeopleSoft Financials Implementation End-User Training Course Catalog
Welcome to PeopleSoft!
In 2004, the City of Kansas City, MO is implementing new and up-to-date software systems to manage
our Financial and Human Resources requirements. A crucial step in making this transition successful is
training City employees on how to conduct business in this new web-based environment.
The KC-CREW Training Team has been working hard to gather information and develop curriculum
materials that will prepare you, the end-user, to do your jobs using the new PeopleSoft programs. I am
proud to present to you a product of this effort, the catalog of courses for the PeopleSoft Financial
Modules.
This catalog includes descriptions of all the courses that will be offered to train City employees on the use
of the new Financial software, including who should attend, the length of classes and prerequisites, if
applicable. You can also find additional information about each course, including lists of specific topics to
be covered, online at the KC-CREW intranet website under Training.
All of the courses will be taught by instructors who are familiar with both the City’s current financial
practices and the new software. In these classes, you will use hands-on exercises to learn how to
conduct financial activities in the PeopleSoft environment. You will also receive a manual for each class.
Please refer to this catalog when deciding what courses will be appropriate for you to take, based on your
current job responsibilities and what you will need to be able to do when the Financial software goes “live”on May 3, 2004. Be sure to discuss this with your supervisor. Then use the Employee Enrollment Packet
which lists the PS Financial Class Schedule to select your class(es) by date and location and register for
them through your KC-CREW department liaison. End-user Financial classes will begin in mid-March.
For the most up-to-date information about the Financial training and the Human Resources software
training that will follow soon after, be sure to visit the KC-CREW website on the City’s Intranet.
http://central/project.nsf/web/crewtraining
Debra Connor Kathy ClowersManager, Education & Development Training Coordinator Human Resources Department MAXIMUS
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PeopleSoft Financials Implementation End-User Training Course Catalog
TABLE OF CONTENTS
ACCOUNTS PAYABLE................................................................................................................................ 1 COURSE NUMBER – 400..............................................................................................................................1
Voucher Management ......................................................................................................................... 1
ACCOUNTS RECEIVABLE.......................................................................................................................... 1
COURSE NUMBER – 700..............................................................................................................................1 Accounts Receivable ........................................................................................................................... 1
ASSET MANAGEMENT ............................................................................................................................... 2
COURSE NUMBER – 301..............................................................................................................................2 Asset Transactions.............................................................................................................................. 2
COURSE NUMBER – 302..............................................................................................................................2 MANAGING ASSETS ................................................................................................................................. 2
BUDGETS..................................................................................................................................................... 2
BILLING........................................................................................................................................................ 3
COURSE NUMBER – 701..............................................................................................................................3 Billing .................................................................................................................................................... 3
CASH RECEIPTING..................................................................................................................................... 3
COURSE NUMBER – 500..............................................................................................................................3 DEPOSITS IN PEOPLESOFT ....................................................................................................................... 3
CONTRACTS FOR ACCOUNTS RECEIVABLE.........................................................................................4
COURSE NUMBER – 800..............................................................................................................................4 Contract Management......................................................................................................................... 4
GENERAL LEDGER.....................................................................................................................................5
COURSE NUMBER – 900..............................................................................................................................5 General Ledger Introduction & Viewing Information ...................................................................... 5
COURSE NUMBER – 901..............................................................................................................................5 Journal Activities................................................................................................................................. 5
COURSE NUMBER – 902..............................................................................................................................6 General Ledger Maintenance.............................................................................................................. 6
COURSE NUMBER – 903..............................................................................................................................6 Advanced Journal Processing...........................................................................................................6
COURSE CATALOG FINANCIALSDate: 3/1/2004 MAXIMUS, Inc. © 2003. All Rights Reserved Page i
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PeopleSoft Financials Implementation End-User Training Course Catalog
INVENTORY .................................................................................................................................................7
COURSE NUMBER – 107..............................................................................................................................7 Inventory ............................................................................................................................................... 7
COURSE NUMBER – 108..............................................................................................................................7 Storeroom Item Administration.......................................................................................................... 7
PROJECTS & GRANTS...............................................................................................................................8
COURSE NUMBER – 600..............................................................................................................................8 Projects................................................................................................................................................. 8
COURSE NUMBER – 601..............................................................................................................................8 Grants ...................................................................................................................................................8
COURSE NUMBER – 100..............................................................................................................................9 Create & Process Requisitions using eProcurement ...................................................................... 9
COURSE NUMBER – 101..............................................................................................................................9 Requisition and PO Approval.............................................................................................................9
COURSE NUMBER 102...............................................................................................................................10 Strategic Sourcing............................................................................................................................. 10
COURSE NUMBER – 103............................................................................................................................10 Purchase Orders................................................................................................................................ 10
COURSE NUMBER – 104............................................................................................................................11 Receiving............................................................................................................................................ 11
COURSE NUMBER – 105............................................................................................................................11 Vendor Administration ......................................................................................................................11
COURSE NUMBER – 106............................................................................................................................12 Purchasing Contracts .......................................................................................................................12
COURSE NUMBER – 109............................................................................................................................12 Requistion Creation and Processing............................................................................................... 12
ONLINE TUTORIALS……………………………………………………………………………………..….13
COURSE CATALOG FINANCIALSDate: 3/1/2004 MAXIMUS, Inc. © 2003. All Rights Reserved Page ii
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PeopleSoft Financials Implementation End-User Training Course Catalog
ACCOUNTS PAYABLE
Course / Description Length Prerequisite(s)
COURSE NUMBER – 400Voucher Management 2 days None
User Description
COURSE NUMBER – XXX
During this course you will be introduced to the different
procedures used to manage vouchers. Learn how to
enter vouchers, match a voucher with purchasing and
receiving documents, create journal vouchers,
templates, adjustments, approvals, recurring contracts,
perform budget checks and voucher posting. In
addition, learn how to view voucher information using
PeopleSoft drilldown capabilities.
Recommended Users
This course is recommended for end-users. Individuals who process Vouchers should attend.
ACCOUNTS RECEIVABLE
Course / Description Length Prerequisite(s)
COURSE NUMBER – 700
Accounts Receivable 2 days None
This comprehensive course covers all aspects of the
Accounts Receivable module. Learn how to enter and
maintain your AR customer information, Receivables, apply
payments, un-post payments, process AR interfaces,
refunds, generate statements and run the Aging process.
Produce your own dunning letters and calculate overdue
charges. In addition, learn how to inquire (search and view)
Accounts Receivable information and produce pertinent
reports.
Recommended Users
This course is intended for end-users using PeopleSoft AR, Billing and/or Receivables’ Contracts.
Individuals who process Accounts Receivable transactions and maintain AR information should attend.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
ASSET MANAGEMENT
Course / Description Length Prerequisite(s)
COURSE NUMBER – 301Asset Transactions 1 day None
This course focuses on asset transactions used to
maintain asset information in PeopleSoft, such as:
adding owned or leased assets; reviewing open
transactions, coping or adjusting assets; transferring,
retiring or reinstating assets; and processing
depreciation.
Recommended Users
This course is intended for users who process and maintain assets. It is recommended for departmental
accounting personnel and management who maintain asset transactions.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 302
1 day None MANAGING ASSETS
This is a comprehensive course explaining the differentprocesses involved when you are managing your asset
information within PeopleSoft. This course will include such
topics as: Accounting entries for assets; entering service
and repair details; integrating with Payables, Purchasing
and Projects; using the transaction loader; planning for
capital acquisition; reviewing asset activity; and standard
asset reporting features.
Recommended Users
This course is intended for departmental personnel who manage asset transactions, including integrationfrom other modules.
BUDGETS Information about training in this area will be provided at a later date.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
BILLING
Course / Description Length Prerequisite(s)
COURSE NUMBER – 701Billing
1 day None
This course focuses on maintaining customer’s billing
information within PeopleSoft. Learn how to bill
transactions, copy an existing bill, adjust a bill, generating
invoices, and process billing information using an interface.
How to inquire (view and search) on billing information and
producing reports is also included.
Recommended Users
This course is intended for end-users. Individuals who process Billing transactions and maintain Billing
records should attend.
CASH RECEIPTING
Course / Description Length Prerequisite(s)
COURSE NUMBER – 500
2 hours NoneDEPOSITS IN PEOPLESOFT
Participants in this class will learn the procedures for
creating a deposit in PeopleSoft, and how to run a
query to review a list of unclaimed bank deposits.
Recommended Users
This course is intended for end-users who prepare cash receipts for posting to the City’s current system
and will be performing this same task in PeopleSoft after go-live.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
CONTRACTS FOR ACCOUNTS RECEIVABLE
Course / Description Length Prerequisite(s)
COURSE NUMBER – 800
Contract Management 1 day None
This course covers the essential elements for
processing Contracts within PeopleSoft. Learn how to
maintain contract data, manage billing plans, plan
revenue recognition, manage milestones, integrate with
PeopleSoft billing, and perform contract amendments.
In addition, learn how to inquire (search and view)
contract information and produce pertinent reports.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
GENERAL LEDGER
Course / Description Length Prerequisite(s)
COURSE NUMBER – 900General Ledger Introduction &Viewing Information
6 hours None
This course is an introduction to the PeopleSoft
General Ledger system and ChartFields. Learn how
to inquire (search and view) general ledger activity
and budget transactions. Discover how easy it is to
extract information from you new system simply by
running a report or query.
Recommended Users
This course is intended for end-users. Individuals who view reports and inquiries from the general ledger
and budget should attend. It is recommended for managers, analysts, and accountants.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 901
Journal Activities 1 Day Course #900
This course emphasizes Journal Entry activities,
including: editing, budget checking, approving, posting,
copying and deleting. Resolve combination editing and
budget checking exceptions; and preparing and
processing budget transfers.
Recommended Users
This course is intended for end-users. Individuals who be processing Journal transactions in PeopleSoftshould attend.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
General Ledger (Continued)
Course / Description Length Prerequisite(s)
COURSE NUMBER – 902
This course provides employees with a clear
understanding of General Ledger structure. Learn how to
maintain User Preferences, ChartFields, Business Units,
Ledgers, Calendars, and Combination Edit Rules.
Procedures for monthly processing (opening and closing
periods) and year-end processing (closing ledgers);
maintaining budgets (including trees, definitions and
activation) will also be included.
1 ½ days Course 900Course 901
General Ledger Maintenance
Recommended Users
This course is intended for only those individuals who are responsible for General Ledger maintenance
activities. It is recommended for accountants.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 903
Advanced Journal Processing
A continuation of courses 900 and 901, this course covers
advanced journal entry processing, such as: Journals from
sub-systems (i.e. Accounts Payable), reversing journals,
un-posting journals, standard journals, statistic journals,
spreadsheet journals and allocations. Class is concluded
with learning how to make Budget Adjustments.
1 ½ days Course 900Course 901
Recommended Users
This course is for accountants who will be using advanced journal entry functions.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
INVENTORY
Course / Description Length Prerequisite(s)
COURSE NUMBER – 107
Inventory2 days None
Learn how to manage your storeroom or warehouse
inventory in PeopleSoft. This course includes:
fulfilling inventory requests, receiving and putting
away inventory items, completing inventory counts,
transferring items, and handling general inventory
inquiries.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 108
Storeroom Item Administration 1 day None
This course focuses on managing and creating inventory
storeroom/warehouse items and the inventory attributes
associated with those items in PeopleSoft. Learn how to
identify the status of the item, assign replenishment levels,
update item attributes, assign bin locations, and view
inventory information.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
PROJECTS & GRANTS
Course / Description Length Prerequisite(s)
COURSE NUMBER – 600
Projects
This course covers the fundamental procedures for
project administration. Learn how to create a new project,
maintain existing project information, analyze projects,
integrate projects with other PeopleSoft functions, such
as: purchasing, accounts payable, inventory, accounts
receivable, general ledger, contracts & project pricing,
time & labor, and assets.
Recommended Users
This course is intended for Project Managers, Project Administrators and Cost Accountants.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 601
Grants
This course covers the fundamental procedures for grant administration including how to create a project
proposal, view and apply transactions, establish
awards, and bill grant information. Budgeting / funds
management, booking revenue, and grant reporting will
also be discussed.
Recommended Users
This is a pilot class which will be offered by invitation only to selected departments. Additional
training classes will be available at later dates as needed.
1 day 600
1 day None
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
Purchasing
Course / Description Length Prerequisite(s)
COURSE NUMBER – 1001 day None Create & Process Requisitions using
eProcurement
Learn how to create requisitions for ordering goods
and services through a catalog or by a special
request using the eProcurement module. Also
included in this course: processes for maintaining,
viewing, and canceling requisitions, followed by an
introduction to standard reporting features.
Recommended Users
This is a pilot course. Attendees for this class will be selected by the KC Crew development team
and will use eProcurement as their primary requisitioning tool.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 101
This course is designed to provide students with an
overall understanding of the logic and routing behind the
City’s automated approval process. Employees will learn
how to review and approve a requisition, or purchase
order through their personal Worklist, or via an email
notification.
½ day None Requisition and PO Approval
Recommended Users
This course is intended for City staff involved in workflow approvals of requisitions and purchase orders in
PeopleSoft.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
Purchasing (Continued)
Course / Description Length Prerequisite(s)
COURSE NUMBER 102
Strategic Sourcing1 day None
Learn to process bids and receive responses online via
the internet. After attending this session you will be
able to create events, enter bids and invite bidders,
assign and evaluate bids using bid factor scoring, view
bid responses, analyze events, award a contract and
create a purchase order.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 103
2 days None Purchase Orders
This course covers the essential elements for creating
and maintaining purchase orders within PeopleSoft.
Employees will learn how to create, budget check,
approve, and dispatch a purchase order; receive and
return orders to vendors; create change orders; view
requisitions, quotes, and purchase order information;
and the basic features for report preparation.
Recommended Users
This course is intended for Buyers and other City users that will be creating or updating purchase orders.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
PURCHASING (CONTINUED)
Course / Description Length Prerequisite(s)
COURSE NUMBER – 104Receiving
Learn how to record receiving item transactions online
as they are delivered. This course covers receiving,
inspecting, rejecting, and returning items to vendors.
Recommended Users
This course is intended for City users that will be receiving orders on-line.
Course / Description Length Prerequisite(s)COURSE NUMBER – 105
Vendor Administration
This course is designed to teach employees how to
maintain vendor information within the PeopleSoft
system. Learn how to enter vendors for City approval
to become suppliers, vendor updates/changes, record
vendor conversations or complaints, and enter human
relations information.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
½ day None
½ day None
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
Purchasing (Continued)
Course / Description Length Prerequisite(s)
COURSE NUMBER – 106
½ day None Purchasing Contracts
This course covers the fundamental procedures for
contract administration. Learn how to create a new
contract, maintain existing contract information and
issue a contract release.
Recommended Users
This class will be offered by invitation only to selected departments who are implementing this
function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later
dates as needed.
Course / Description Length Prerequisite(s)
COURSE NUMBER – 109
Requistion Creation and Processing 1 day None
Learn to create requisitions for ordering goods and
services. Specify items, schedule due dates, andfunding information will be shown. Pre encumbrance /
budget check, submitting requisitions for approval,
changes, cancellations, inquires and printing are also
included. This course is intended for end-users that will
be creatin re uisitions on-line.
Recommended Users
This course is intended for end-users who will be entering purchase requests on-line.
COURSE CATALOG FINANCIALS
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PeopleSoft Financials Implementation End-User Training Course Catalog
ON-LINE TUTORIALS ON VIEWING INFORMATION INPEOPLESOFT
A number of classes on how to view information in PeopleSoft Financial modules will be available in anon-line tutorial format only. Interested end-users can attend open forum events where the view functions
will be demonstrated and then practice these viewing skills in on-line tutorials available at their desktop
computers.
The Open Forum events will be scheduled in April—dates and locations to be announced. They will
require no pre-registration. Online Tutorials in the following topics will be available starting in April 2004:
ACCOUNTS PAYABLE: Viewing Voucher and Payment Information
ACCOUNTS RECEIVABLE: Viewing Accounts Receivable Information
ASSET MANAGEMENT: Viewing Assets Information
BILLING: Viewing Billing Information
CASH MANAGEMENT: Viewing Cash Receipting Information
CONTRACTS: Viewing Contract Information
PROJECTS & GRANTS: Collecting & Viewing PC/GM Costs
PURCHASING: Viewing Requisitions, Quotes and Purchase Orders
COURSE CATALOG FINANCIALS
Date: 3/1/2004 MAXIMUS Inc © 2004 All Rights Reserved 13